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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
826
Cypress Capital Management (Wyoming)
Wyoming
$144K – – –
TCWA
827
Ten Capital Wealth Advisors
Washington
$144K – – –
HFS
828
HBC Financial Services
Washington
$136K -$15.4K -606 -10%
SFP
829
Sterling Financial Planning
New Jersey
$129K +$113K +4,446 +568%
CAM
830
Costello Asset Management
Pennsylvania
$127K +$47.7K +1,878 +58%
GAM
831
Gemmer Asset Management
California
$126K +$23.8K +936 +22%
SIM
832
Sonora Investment Management
Arizona
$121K +$89.6K +3,525 +255%
BWA
833
BDO Wealth Advisors
Florida
$117K -$6.25K -246 -5%
FMP
834
Financial Management Professionals
Texas
$117K +$1.98K +78 +2%
GT
835
Glenmede Trust
Pennsylvania
$113K – – –
TC
836
Trust Company
Kansas
$105K +$4.88K +192 +5%
TFA
837
Toth Financial Advisory
Virginia
$105K +$67.6K +2,661 +166%
CIR
838
Clear Investment Research
Georgia
$102K +$13.6K +534 +15%
HGWM
839
Harvest Group Wealth Management
Massachusetts
$100K – – –
EWM
840
Evermay Wealth Management
Virginia
$99K – – –
PWMG
841
Prestige Wealth Management Group
New Jersey
$95K -$839 -33 -0.8%
AWM
842
Accel Wealth Management
Iowa
$95K +$17.5K +690 +22%
TWA
843
TCI Wealth Advisors
Arizona
$93K +$76 +3 +0.1%
RTL
844
Red Tortoise LLC
Georgia
$89K +$102K +4,011 New
BA
845
Ballast Advisors
Minnesota
$88K – – –
RP
846
Rice Partnership
Hawaii
$88K +$57.2K +2,250 +170%
SQA
847
Simon Quick Advisors
New Jersey
$84K – – –
ACA
848
Aptus Capital Advisors
Alabama
$80K +$54.9K +2,160 +200%
JWA
849
JFS Wealth Advisors
Pennsylvania
$79K +$57.3K +2,253 +239%
FF
850
FourThought Financial
Florida
$74K -$17.5K -687 -19%
32 33
34
35 36